SEI Asset Allocation Trust Conservative Strategy Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 4 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#67 in Conservative Allocation

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all SEI funds

See full Conservative Allocation rankings

See more fund rankings

Performance

The fund has returned 3.09 percent over the past year, 4.30 percent over the past three years, 7.34 percent over the past five years, and 3.21 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 3.1%
3 Years (Annualized) 4.3%
5 Years (Annualized) 7.3%
10 Years (Annualized) 3.2%

See more SVSAX performance

Summary

The investment seeks to manage risk of loss while providing the opportunity for modest capital appreciation. Under normal circumstances, the Conservative Strategy Fund will seek to manage risk of loss while providing the opportunity for modest capital appreciation. It predominantly invests in other SEI funds, each of which has its own investment goal (the Underlying SEI Funds). The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The fund's assets may be diversified across Underlying SEI bond and money market funds, equity funds, real estate funds and multi-asset funds.

Fees

Fees are Average compared to funds in the same category.
SEI Asset Allocation Trust Conservative Strategy Fund has an expense ratio of 0.11 percent.

See more SVSAX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more SVSAX risk

Conservative Allocations

Highest Returns (10-year)

See More Funds